₹ 15.3905
NAV (Mar 26)
Not Reviewed yet
Track Record
13 Years.
Relative Size
5 Cr.
Category View
.
Consistency Of Performance
.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
The investment objective would be to provide long term capital appreciation through investment in equities and equities related securities of companies whose business comprise of Banking / financial services ,either in whole or in part.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
High Risk
2.67 %
Expense Ratio
Sep 16, 2008
Launched (13y ago)
₹ 5
AUM in Crores
INF515L01478
ISIN
No Lock-in
Lock-in
IISL Nifty Bank TR INR
Benchmark
₹ 0
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
Liquid
₹ 8 Cr
Fund Size
5.4%
3Y returns
Diversified
₹ 8 Cr
Fund Size
-8.8%
3Y returns
Large Cap
₹ 3 Cr
Fund Size
-6.7%
3Y returns
Diversified
₹ 8 Cr
Fund Size
-7.7%
3Y returns
Sectoral / Thematic - Infra
₹ 4 Cr
Fund Size
-7.5%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Sahara Banking and Financial Services Fund (DP-6M) is a sectoral / thematic - bfsi equity fund and has delivered an annualised return of 13.6% over a period of 13 years ..The fund is managed by Sahara Asset Management Co Pvt. Ltd..The fund manager’s name is Khozem Jabalpurwala.
The investment objective would be to provide long term capital appreciation through investment in equities and equities related securities of companies whose business comprise of Banking / financial services ,either in whole or in part. However, there is no assurance that the objective of the scheme will be realized.
The Sahara Banking and Financial Services Fund (DP-6M) fund was launched on Sep 16, 2008. The NAV (Net Asset Value) of this sectoral / thematic - bfsi equity as of 2020-03-26 is ₹ 15.39050. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 4.246. The category risk of the Sahara Banking and Financial Services Fund (DP-6M) fund is High Risk. The fund charges 2.67 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 97.5% in this asset class.
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Bank TR INR
Sahara Banking and Financial Services Fund (DP-6M) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Sahara Banking and Financial Services Fund (DP-6M) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.